Crash Course: Tax & Estate Planning in a Weekend delivers essential wealth planning skills through an intensive, focused learning experience. This accelerated 5-chapter program is designed for quick development of planning capabilities.
Chapter 1 (Introduction & Prerequisites) is FREE and provides a rapid overview of tax and estate fundamentals. Quickly understand key planning concepts and begin developing your wealth preservation awareness.
In Chapter 2 (Core Concept A), you will learn planning essentials including basic tax optimization, simple estate document awareness, and introductory wealth transfer principles at an accelerated pace.
Chapter 3 (Core Concept B) introduces key planning components and basic strategy concepts. Learn to work with fundamental planning tools and understand basic wealth preservation workflows quickly.
Chapter 4 (Worked Examples & Practice) involves applying planning skills to simple scenarios. Create basic estate plans and learn essential wealth management tasks in a compressed timeframe.
Finally, Chapter 5 (Advanced Tips & Next Steps) provides guidance for continuing your planning education. Learn where to focus your efforts next and how to build upon the foundation established in this crash course.